Institutional Ownership Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM). We have compiled data on the 2,855 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $62.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
5,984
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
5,961
shares
|
$1.25 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,957
shares
|
$1.25 Million
0.11% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
5,955
shares
|
$1.25 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
5,953
shares
|
$1.24 Million
0.15% of portfolio
|
Q1 2025
Added 84.36%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
5,943
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
5,940
shares
|
$1.24 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
5,929
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.25%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
5,929
shares
|
$1.24 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
5,923
shares
|
$1.24 Million
0.12% of portfolio
|
Q3 2023
Reduced 4.56%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
5,909
shares
|
$1.24 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
5,902
shares
|
$1.23 Million
0.11% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
5,896
shares
|
$1.23 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,889
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,883
shares
|
$1.23 Million
1.22% of portfolio
|
Q1 2025
Reduced 27.19%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,881
shares
|
$1.23 Million
0.12% of portfolio
|
Q1 2025
Added 18.09%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,846
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
5,843
shares
|
$1.22 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
5,823
shares
|
$1.22 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
5,781
shares
|
$1.21 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
5,722
shares
|
$1.2 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
5,717
shares
|
$1.2 Million
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
5,717
shares
|
$1.2 Million
0.65% of portfolio
|
Q1 2025
Added 16.6%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,714
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
5,688
shares
|
$1.19 Million
1.09% of portfolio
|
Q1 2025
Reduced 9.11%
|